KWM Advisor Net Payout
A directional estimate of what you'd take home as a KWM Advisor, after business-development costs, practice overhead, and taxes.
Revenue
AUM / ROA
Levers (blank = auto)
Tax
True net (after tax)
$676,573
33.83% of gross
Net-equivalent comp
$822,543
owner items added back
Detail
- Total revenue
- $2,000,000
- Payout applied
- 94.00%
- Net after BD deductions
- $1,732,968
- Practice overhead
- $411,500
- Net take-home (pre-tax)
- $1,321,468
- Self-employment tax
- $67,452
- Taxable income
- $1,146,363
- Federal tax
- $374,155 (eff 32.64%)
- State tax
- $57,318
Directional planning estimate only — not tax or investment advice.